Clear Rock Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.33M Buy
32,959
+2,555
+8% +$181K 1% 38
2024
Q1
$1.94M Buy
30,404
+1,495
+5% +$95.5K 0.84% 39
2023
Q4
$1.64M Buy
+28,909
New +$1.64M 0.74% 41